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State Street Energy Select Sector SPDR ETF

1,228 hedge funds and large institutions have $52.3B invested in State Street Energy Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 517 increasing their positions, 437 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 517 | Existing positions reduced: 437

9% more call options, than puts

Call options by funds: $6.3B | Put options by funds: $5.78B

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 142

3% less funds holding

Funds holding: 1,2601,228 (-32)

3.4% less ownership

Funds ownership: 117.61%114.2% (-3.4%)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

32% less capital invested

Capital invested by funds: $76.9B → $52.3B (-$24.7B)

Holders
1,228
Holders Change
-32
Holders Change %
-2.54%
% of All Funds
21.5%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.81%
New
130
Increased
517
Reduced
437
Closed
142
Calls
$6.3B
Puts
$5.78B
Net Calls
+$526M
Net Calls Change
-$2.14B
Name Holding Trade Value Shares
Change
Change in
Stake
SC
876
SouthState Corp
Florida
$349K +$77.1K +3,112 +30%
PP
877
Paloma Partners
Connecticut
$349K +$262K +10,576 +375%
MC
878
Moors & Cabot
Massachusetts
$348K -$117K -4,718 -26%
MCCP
879
Mission Creek Capital Partners
California
$347K -$24.7K -998 -7%
SWM
880
SeaCrest Wealth Management
New York
$346K -$25.3K -1,022 -7%
SFA
881
Source Financial Advisors
New York
$346K -$16.8K -680 -5%
SBIA
882
Sheaff Brock Investment Advisors
Indiana
$342K +$1.19K +48 +0.4%
FFG
883
Frisch Financial Group
New York
$342K +$2.48K +100 +0.8%
BBA
884
BLB&B Advisors
Pennsylvania
$341K +$64.4K +2,600 +25%
LFGH
885
Lee Financial Group Hawaii
Hawaii
$340K +$3.22K +130 +1%
SYBT
886
Stock Yards Bank & Trust
Kentucky
$340K +$69.4K +2,800 +27%
TFA
887
Trinity Financial Advisors
Ohio
$339K -$353K -14,234 -76%
PB
888
Pinnacle Bancorp
Nebraska
$339K
JFG
889
JMG Financial Group
Illinois
$339K +$1.24K +50 +0.4%
FNBOH
890
First National Bank of Hutchinson
Kansas
$338K
JSAM
891
J. Safra Asset Management
New York
$338K +$215K +8,694 +202%
HAS
892
HBW Advisory Services
California
$335K -$1.11M -44,854 -78%
LWANC
893
Laurel Wealth Advisors (North Carolina)
North Carolina
$334K -$5.2K -210 -2%
FCM
894
Firestone Capital Management
Florida
$333K
SFC
895
SYM Financial Corp
Indiana
$330K -$62.2K -2,512 -17%
SCM
896
Southport Capital Management
Tennessee
$330K -$32.5K -1,310 -9%
RFO
897
RiverGlades Family Offices
Florida
$329K +$9.91K +400 +3%
BOTW
898
Bank of the West
California
$328K +$4.21K +170 +1%
CCM
899
Cullen Capital Management
New York
$324K +$309K +12,458 New
NF
900
Nikulski Financial
Iowa
$322K -$24.3K -980 -7%

XLE Hedge Fund Activity: Q3 2021 in Review

1,228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2021, worth a combined $52.3B — down 32% from $76.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of XLE and 130 opened new positions — a net loss of 12 holders — while 437 trimmed existing stakes and 517 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $320M. The largest seller was Synovus Financial, cutting an estimated $405M.

  • 1,228 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2021, down from 1,260 in Q2 2021.
  • Funds reported $52.3B of State Street Energy Select Sector SPDR ETF stock for Q3 2021, down 32% quarter-over-quarter.
  • 130 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2021 and 142 closed out, a net change of -12 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2021 was Prudential plc, an estimated $320M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2021 was Synovus Financial, an estimated $405M sold.

Based on aggregated 13F filings for Q3 2021.